How big is Portland Benefits Group, LLC's plan?

Portland Benefits Group, LLC's plan reported $94K in assets and 7 participants for 2024.

Original filing (PDF)20250725122902NAL0005839745001

Portland Benefits Group, LLC

Name: Portland Benefits Group, LLC — Portland Benefits, Form 5500 (2024)
Creator: Portland Benefits Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Portland Benefits Group, LLC 401(k) Plan

401(k) retirement plan · Portland Benefits Group, LLC's Portland Benefits Group, LLC 401(k) Plan held $94K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$94K

Net assets (EOY)

$94K

People on this filing

Marcus Bowie signed Portland Benefits Group, LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Portland Benefits Group, LLC's EIN is 47-4886985.

EIN 47-4886985

Plan number 001

Plan year 2024

ACK ID 20250725122902NAL0005839745001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Portland Benefits Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Portland Benefits Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PORTLAND BENEFITS GROUP, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score